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J.B. Hunt（JBHT）与OLIN Corp（OLN）财务数据对比。点击上方公司名可切换其他公司
J.B. Hunt的季度营收约是OLIN Corp的1.9倍（$3.1B vs $1.6B），J.B. Hunt同比增速更快（4.6% vs -3.7%），过去两年J.B. Hunt的营收复合增速更高（2.2% vs -1.9%）
J.B.亨特运输服务公司是总部位于美国阿肯色州洛厄尔的运输物流企业，1961年8月10日由约翰尼·布莱恩·亨特与乔内尔·亨特在阿肯色州创立。截至1983年，公司已成为美国第80大卡车运输企业，营收达6.2347亿美元，当时运营550台牵引车、1049辆挂车，拥有约1050名员工。
奥林公司是美国知名制造企业，主营弹药、氯气及氢氧化钠产品。其历史可追溯至1892年成立的两家企业：富兰克林·W·奥林创立的公平火药公司，以及马西森碱业公司。过往奥林旗下化工厂曾发生安全事故，对员工及周边居民健康造成风险。
JBHT vs OLN — 直观对比
营收规模更大
JBHT
是对方的1.9倍
$1.6B
营收增速更快
JBHT
高出8.3%
-3.7%
两年增速更快
JBHT
近两年复合增速
-1.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.1B | $1.6B |
| 净利润 | $141.6M | — |
| 毛利率 | — | 4.8% |
| 营业利润率 | 6.8% | — |
| 净利率 | 4.6% | — |
| 营收同比 | 4.6% | -3.7% |
| 净利润同比 | 20.2% | — |
| 每股收益（稀释后） | $1.49 | $-0.73 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收JBHTOLN
| Q1 26 | $3.1B | $1.6B | ||
| Q4 25 | $3.1B | $1.7B | ||
| Q3 25 | $3.1B | $1.7B | ||
| Q2 25 | $2.9B | $1.8B | ||
| Q1 25 | $2.9B | $1.6B | ||
| Q4 24 | $3.1B | $1.7B | ||
| Q3 24 | $3.1B | $1.6B | ||
| Q2 24 | $2.9B | $1.6B |
净利润JBHTOLN
| Q1 26 | $141.6M | — | ||
| Q4 25 | $181.1M | $-143.2M | ||
| Q3 25 | $170.8M | $43.7M | ||
| Q2 25 | $128.6M | $-2.8M | ||
| Q1 25 | $117.7M | $1.2M | ||
| Q4 24 | $155.5M | $10.1M | ||
| Q3 24 | $152.1M | $-25.2M | ||
| Q2 24 | $135.9M | $72.3M |
毛利率JBHTOLN
| Q1 26 | — | 4.8% | ||
| Q4 25 | — | 1.9% | ||
| Q3 25 | — | 10.7% | ||
| Q2 25 | — | 7.9% | ||
| Q1 25 | — | 9.0% | ||
| Q4 24 | — | 9.4% | ||
| Q3 24 | — | 8.5% | ||
| Q2 24 | — | 14.5% |
营业利润率JBHTOLN
| Q1 26 | 6.8% | — | ||
| Q4 25 | 8.0% | -9.4% | ||
| Q3 25 | 7.9% | 4.8% | ||
| Q2 25 | 6.7% | 2.0% | ||
| Q1 25 | 6.1% | 2.7% | ||
| Q4 24 | 6.6% | 2.8% | ||
| Q3 24 | 7.3% | 1.0% | ||
| Q2 24 | 7.0% | 8.3% |
净利率JBHTOLN
| Q1 26 | 4.6% | — | ||
| Q4 25 | 5.8% | -8.6% | ||
| Q3 25 | 5.6% | 2.6% | ||
| Q2 25 | 4.4% | -0.2% | ||
| Q1 25 | 4.0% | 0.1% | ||
| Q4 24 | 4.9% | 0.6% | ||
| Q3 24 | 5.0% | -1.6% | ||
| Q2 24 | 4.6% | 4.4% |
每股收益（稀释后）JBHTOLN
| Q1 26 | $1.49 | $-0.73 | ||
| Q4 25 | $1.88 | $-1.25 | ||
| Q3 25 | $1.76 | $0.37 | ||
| Q2 25 | $1.31 | $-0.01 | ||
| Q1 25 | $1.17 | $0.01 | ||
| Q4 24 | $1.53 | $0.10 | ||
| Q3 24 | $1.49 | $-0.21 | ||
| Q2 24 | $1.32 | $0.62 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $4.6M | $192.2M |
| 总债务越低越好 | $1.3B | $3.0B |
| 股东权益账面价值 | $3.6B | $1.7B |
| 总资产 | — | $7.4B |
| 负债/权益比越低杠杆越低 | 0.36× | 1.73× |
8季度趋势，按日历期对齐
现金及短期投资JBHTOLN
| Q1 26 | $4.6M | $192.2M | ||
| Q4 25 | $17.3M | $167.6M | ||
| Q3 25 | $52.3M | — | ||
| Q2 25 | $50.9M | — | ||
| Q1 25 | $43.4M | — | ||
| Q4 24 | $47.0M | $175.6M | ||
| Q3 24 | $120.0M | — | ||
| Q2 24 | $53.5M | — |
总债务JBHTOLN
| Q1 26 | $1.3B | $3.0B | ||
| Q4 25 | — | $2.8B | ||
| Q3 25 | — | $3.0B | ||
| Q2 25 | — | $3.0B | ||
| Q1 25 | — | $3.0B | ||
| Q4 24 | $977.7M | $2.7B | ||
| Q3 24 | $1.0B | $2.8B | ||
| Q2 24 | $1.5B | $2.8B |
股东权益JBHTOLN
| Q1 26 | $3.6B | $1.7B | ||
| Q4 25 | $3.6B | $1.8B | ||
| Q3 25 | $3.6B | $2.0B | ||
| Q2 25 | $3.7B | $2.0B | ||
| Q1 25 | $3.9B | $2.0B | ||
| Q4 24 | $4.0B | $2.0B | ||
| Q3 24 | $4.0B | $2.1B | ||
| Q2 24 | $4.1B | $2.1B |
总资产JBHTOLN
| Q1 26 | — | $7.4B | ||
| Q4 25 | $7.9B | $7.3B | ||
| Q3 25 | $8.1B | $7.6B | ||
| Q2 25 | $8.2B | $7.7B | ||
| Q1 25 | $8.3B | $7.7B | ||
| Q4 24 | $8.3B | $7.6B | ||
| Q3 24 | $8.3B | $7.5B | ||
| Q2 24 | $8.4B | $7.7B |
负债/权益比JBHTOLN
| Q1 26 | 0.36× | 1.73× | ||
| Q4 25 | — | 1.55× | ||
| Q3 25 | — | 1.52× | ||
| Q2 25 | — | 1.52× | ||
| Q1 25 | — | 1.50× | ||
| Q4 24 | 0.24× | 1.34× | ||
| Q3 24 | 0.26× | 1.34× | ||
| Q2 24 | 0.36× | 1.31× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $353.0M | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | 2.3% | 2.8% |
| 现金转化率经营现金流/净利润 | 2.49× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流JBHTOLN
| Q1 26 | $353.0M | — | ||
| Q4 25 | $385.6M | $321.2M | ||
| Q3 25 | $486.4M | $26.7M | ||
| Q2 25 | $402.1M | $212.3M | ||
| Q1 25 | $404.2M | $-86.0M | ||
| Q4 24 | $317.6M | $141.7M | ||
| Q3 24 | $338.5M | $189.9M | ||
| Q2 24 | $360.6M | $90.6M |
自由现金流JBHTOLN
| Q1 26 | — | — | ||
| Q4 25 | $251.3M | — | ||
| Q3 25 | $352.4M | $-44.4M | ||
| Q2 25 | $185.6M | — | ||
| Q1 25 | $158.4M | $-147.4M | ||
| Q4 24 | $93.3M | $90.7M | ||
| Q3 24 | $163.1M | $146.6M | ||
| Q2 24 | $98.2M | $34.1M |
自由现金流率JBHTOLN
| Q1 26 | — | — | ||
| Q4 25 | 8.1% | — | ||
| Q3 25 | 11.5% | -2.6% | ||
| Q2 25 | 6.3% | — | ||
| Q1 25 | 5.4% | -9.0% | ||
| Q4 24 | 3.0% | 5.4% | ||
| Q3 24 | 5.3% | 9.2% | ||
| Q2 24 | 3.4% | 2.1% |
资本支出强度JBHTOLN
| Q1 26 | 2.3% | 2.8% | ||
| Q4 25 | 4.3% | — | ||
| Q3 25 | 4.4% | 4.2% | ||
| Q2 25 | 7.4% | — | ||
| Q1 25 | 8.4% | 3.7% | ||
| Q4 24 | 7.1% | 3.1% | ||
| Q3 24 | 5.7% | 2.7% | ||
| Q2 24 | 9.0% | 3.4% |
现金转化率JBHTOLN
| Q1 26 | 2.49× | — | ||
| Q4 25 | 2.13× | — | ||
| Q3 25 | 2.85× | 0.61× | ||
| Q2 25 | 3.13× | — | ||
| Q1 25 | 3.43× | -71.67× | ||
| Q4 24 | 2.04× | 14.03× | ||
| Q3 24 | 2.23× | — | ||
| Q2 24 | 2.65× | 1.25× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
JBHT
| Intermodal | $1.5B | 49% |
| Dedicated | $840.6M | 28% |
| Integrated Capacity Solutions | $322.7M | 11% |
| Truckload | $205.4M | 7% |
| Final Mile Services | $188.0M | 6% |
OLN
| Chlor Alkali Products and Vinyls | $756.9M | 48% |
| Winchester | $470.5M | 30% |
| Epoxy | $355.6M | 22% |
